Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.551 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47366.93 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45971.95 Kr¶
PnL: ---------------------------------------> -916.62 Kr¶
DD now: ---------------------------------> -2.597 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-26 15:32:47.770927'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 2.660000 | 3090.000000 | 163.000000 | 5.570000 | 2927.000000 |
| HMS Networks | 2 | 16.660000 | 806.800000 | 133.800000 | 19.880000 | 673.000000 |
| HEBA B | 70 | -0.750000 | 2768.500000 | 132.500000 | 5.030000 | 2636.000010 |
| SAAB B | 8 | 1.150000 | 3447.200000 | 70.200000 | 2.080000 | 3377.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.710000 | 394.800000 | 39.800000 | 11.210000 | 355.000000 |
| MedCap | 2 | -0.430000 | 459.000000 | 38.000000 | 9.030000 | 421.000000 |
| Boozt | 12 | 1.080000 | 1686.000000 | 32.000000 | 1.930000 | 1653.999996 |
| Corem Property Group B | 59 | -1.630000 | 607.110000 | 30.110000 | 5.220000 | 576.999999 |
| AcadeMedia | 12 | -1.190000 | 578.640000 | 21.640000 | 3.890000 | 557.000004 |
| Resurs Holding | 22 | -1.100000 | 595.320000 | 21.320000 | 3.710000 | 573.999998 |
| Intrum | 4 | 3.240000 | 547.400000 | 20.400000 | 3.870000 | 527.000000 |
| Nordea Bank Abp | 29 | 0.030000 | 3470.140000 | 16.140000 | 0.470000 | 3453.999992 |
| OEM International B | 7 | 1.040000 | 543.200000 | 15.200000 | 2.880000 | 527.999997 |
| Swedbank A | 3 | -0.340000 | 577.800000 | 13.800000 | 2.450000 | 564.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.180000 | 574.350000 | 12.350000 | 2.200000 | 562.000005 |
| Eastnine | 4 | 0.000000 | 502.400000 | 11.400000 | 2.320000 | 491.000000 |
| Securitas B | 6 | 0.120000 | 579.480000 | 9.480000 | 1.660000 | 570.000000 |
| Karnov Group | 9 | 0.670000 | 544.500000 | 8.500000 | 1.590000 | 536.000004 |
| Norva24 Group | 16 | 0.760000 | 550.400000 | 7.400000 | 1.360000 | 543.000000 |
| CTEK | 13 | 1.500000 | 537.030000 | 3.030000 | 0.570000 | 533.999999 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.290000 | 248.400000 | 2.400000 | 0.980000 | 246.000000 |
| Coor Service Management Hold. | 8 | -0.300000 | 533.600000 | 1.600000 | 0.300000 | 532.000000 |
| Creaspac SPAC | 6 | 0.100000 | 577.800000 | 0.800000 | 0.140000 | 577.000002 |
| Handelsbanken A | 5 | 0.190000 | 540.750000 | -5.250000 | -0.960000 | 546.000000 |
| Midsona B | 63 | 1.680000 | 570.780000 | -12.220000 | -2.100000 | 582.999984 |
| Essity B | 2 | -3.510000 | 539.600000 | -34.400000 | -5.990000 | 574.000000 |
| International Petroleum Corp. | 5 | 1.090000 | 558.500000 | -36.070000 | -6.070000 | 594.565215 |
| Vivesto | 1368 | 3.790000 | 553.770000 | -59.230000 | -9.660000 | 612.999432 |
| Essity A | 4 | -3.040000 | 1084.000000 | -65.000000 | -5.660000 | 1149.000000 |
| Sampo Oyj SDB | 7 | -1.190000 | 3769.500000 | -80.500000 | -2.090000 | 3850.000000 |
| Beijer Electronics Group | 26 | -8.770000 | 2865.200000 | -105.800000 | -3.560000 | 2971.000006 |
| Fasadgruppen Group | 35 | -0.580000 | 3612.000000 | -199.000000 | -5.220000 | 3810.999990 |
| OX2 | 18 | 1.410000 | 1422.900000 | -241.100000 | -14.490000 | 1663.999992 |
| Axfood | 13 | -3.240000 | 3460.600000 | -295.400000 | -7.860000 | 3756.000001 |
| Ovzon | 52 | 0.560000 | 2776.800000 | -585.200000 | -17.410000 | 3361.999992 |
| TOTAL | 45974.270000 | -914.300000 | -2.59232% | 46888.564618 |
Updated:¶
'2023-01-26 15:32:17.938482'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
